NASDAQ$OPEN

Opendoor Technologies Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Opendoor Technologies Inc reported Q2 2025 results with modest revenue growth and reduced net loss amid a challenging housing market.

Revenue for the three months ended June 30, 2025 reached $1.567 billion, up 4% year-over-year, driven by higher home sales volume. The company recorded a net loss of $29 million, an improvement from the prior year, with gross profit of $128 million. Inventory levels declined to $1.53 billion as the company adjusted acquisition pace in response to market conditions.

  • Sold 4,299 homes in Q2 2025, a 5% increase from 4,078 homes in Q2 2024.
  • Net loss narrowed to $29 million from $92 million year-over-year.
  • Homes in inventory fell to 4,538 from 6,399, with 36% on market over 120 days.
  • Cash and cash equivalents rose to $789 million while total assets stood at $2.907 billion.

Headline financials

Total Revenue

$1.57B

Previous: $1.51B+3.7%
EPS (adj)

-$0.04

Previous: -$0.13+69.2%
Gross Margin

0.1%

Previous: 8.5%-99.0%
Homes Sold

4.3K

Previous: 4.1K+5.4%
Homes Purchased

1.8K

Previous: 4.8K-63.2%
Homes in Inventory

4.5K

Previous: 6.4K-29.1%
Inventory Balance

$1.53B

Previous: $2.23B-31.5%
% Homes >120 Days on Market

0.4%

Previous: 14.0%-97.4%
Capital Expenditures

-$6M

Previous: -$16M+62.5%
Net Income

-$29M

Previous: -$92M+68.5%
Operating Income

-$13M

Previous: -$72M+81.9%
Gross Profit

$128M

Previous: $129M-0.8%
Cash & Equivalents

$789M

Previous: $790M-0.1%
Total Assets

$2.91B

Previous: $3.37B-13.8%

Revenue & EPS history

Opendoor · Revenue · Quarterly

$1.57B

Q2 2025+3.7%vs Q2 2024
Beat estimate in 15 of 16 quarters(94%)
ActualEstimate

Forward guidance

Company remains focused on flexible pricing and risk management in a low-volume housing market.

Tailwinds

  • Improved net loss and operating results year-over-year.
  • Reduced inventory levels and stronger cash position.

Headwinds

  • Persistent affordability challenges and low transaction volumes.
  • Elevated percentage of aged inventory in portfolio.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-5.3%

Avg return

Earnings day

-7.8%

Avg return

5 days after

-3.7%

Avg return

30 days after

36%

10 / 28 earnings

Positive

+33.6%

Q1 2023

Best reaction

-25.9%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026-1.0%-13.7%-17.3%
Q4 2025-5.8%+7.1%+5.6%
Q3 2025+17.2%+42.8%+9.0%
Q1 2025+24.4%+0.9%-3.0%
Q4 2024-6.3%-14.0%-21.0%
Q3 2024+3.9%-0.6%+23.6%
Q2 2024-19.8%-26.1%-7.3%
Q1 2024+10.5%+12.5%+9.0%
Q4 2023-12.8%-18.6%-22.3%
Q3 2023+10.6%+9.5%+75.7%
Q2 2023-25.9%-25.7%-18.6%
Q1 2023+33.6%+60.4%+85.1%
Q4 2022-13.5%-22.2%-10.3%
Q3 2022-11.8%-28.4%-25.3%
Q2 2022+9.8%+4.2%-21.3%
Q1 2022-16.3%-26.9%-6.2%
Q4 2021-8.5%-10.7%-6.2%
Q3 2021+7.4%+7.4%-28.7%
Q2 2021+21.1%+9.8%+26.3%
Q1 2021-9.5%-9.8%+3.1%
Q3 2019-23.8%-25.0%-24.6%
Q2 2019-23.8%-25.0%-24.6%
Q1 2019-23.8%-25.0%-24.6%
Q4 2020-23.8%-25.0%-24.6%
Q4 2018-23.8%-25.0%-24.6%
Q2 2020-23.8%-25.0%-24.6%
Q4 2019-23.8%-25.0%-24.6%
Q3 2020+11.2%-0.7%+19.1%
Q1 2020
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012
Q2 2012

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro